Purchases and Sales Made in Q2 2023 in Vanguard Bd Index Fd Inc Total (BND)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Total (BND) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC TOTAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-6.72K- 9.91% |
$485K - $500K
|
61.1K
$4.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.01K- 6.98% |
$506K - $522K
|
93.4K
$6.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.4K- 49.82% |
$535K - $551K
|
7.45K
$542K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.43K- 39.1% |
$536K - $553K
|
11.6K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.54K- 3.1% |
$545K - $562K
|
236K
$17.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.55K- 1.06% |
$545K - $562K
|
704K
$51.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.61K- 3.03% |
$550K - $567K
|
244K
$17.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.78K- 31.48% |
$562K - $579K
|
16.9K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-8.32K- 1.7% |
$601K - $619K
|
481K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.34K- 33.53% |
$602K - $621K
|
16.5K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8.39K- 24.38% |
$606K - $625K
|
26K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-8.54K- 59.12% |
$617K - $636K
|
5.91K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.66K- 3.52% |
$625K - $645K
|
237K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8.81K- 11.4% |
$636K - $656K
|
68.4K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.81K- 61.3% |
$636K - $656K
|
5.56K
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.13K- 1.02% |
$659K - $679K
|
887K
$64.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.23K- 43.17% |
$667K - $687K
|
12.1K
$884K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 6.05% |
$682K - $703K
|
147K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-9.65K- 27.76% |
$697K - $718K
|
25.1K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-9.98K- 21.51% |
$721K - $743K
|
36.4K
$2.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10K- 0.39% |
$723K - $745K
|
2.56M
$186M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.6K- 31.06% |
$765K - $789K
|
23.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.6K- 58.36% |
$767K - $790K
|
7.57K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.8K- 4.4% |
$781K - $805K
|
235K
$17.1M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.3K- 6.8% |
$814K - $839K
|
154K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.3K- 6.91% |
$816K - $841K
|
152K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-11.5K- 15.36% |
$830K - $856K
|
63.3K
$4.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-11.7K- 24.39% |
$846K - $872K
|
36.3K
$2.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.8K- 30.26% |
$922K - $950K
|
29.4K
$2.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.9K- 63.61% |
$929K - $958K
|
7.36K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-13K- 25.61% |
$940K - $969K
|
37.8K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.5K- 13.02% |
$974K - $1M
|
90.1K
$6.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.5K- 30.82% |
$977K - $1.01M
|
30.4K
$2.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-13.6K- 61.08% |
$981K - $1.01M
|
8.66K
$630K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-13.9K- 10.3% |
$1M - $1.03M
|
121K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-14.2K- 62.48% |
$1.03M - $1.06M
|
8.53K
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14.3K- 4.01% |
$1.03M - $1.06M
|
341K
$24.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-15K- 19.81% |
$1.09M - $1.12M
|
60.9K
$4.43M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15K- 24.36% |
$1.09M - $1.12M
|
46.7K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 25.34% |
$1.11M - $1.15M
|
45.4K
$3.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.7K- 2.97% |
$1.13M - $1.17M
|
512K
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16.1K- 92.23% |
$1.16M - $1.2M
|
1.35K
$98.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16.1K- 29.96% |
$1.17M - $1.2M
|
37.7K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.2K- 55.55% |
$1.31M - $1.35M
|
14.6K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-18.5K- 7.43% |
$1.33M - $1.38M
|
230K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19.1K- 3.09% |
$1.38M - $1.42M
|
598K
$43.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.3K- 14.47% |
$1.39M - $1.43M
|
114K
$8.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-19.3K- 39.77% |
$1.39M - $1.44M
|
29.2K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-19.4K- 59.61% |
$1.4M - $1.45M
|
13.2K
$957K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.7K- 42.43% |
$1.49M - $1.54M
|
28K
$2.04M
|